ANDREW JACULLO

New York, NY 631-***-**** ad4cy9@r.postjobfree.com

HIGHLIGHTED

QUALIFICATIONS

10+ years of BDR and SDR

Confident communicator

with widespread experience

in dealing with

decision-makers across

multiple verticals. Qualifying

leads by assessing their

interest level, budget,

purchasing timeline, and

decision-making process.

Collaborated with Account

Executives to develop target

strategies for key accounts.

Conducted market research

identifying potential clients

in the technology industry

10+ years of full-cycle sales

Building and managing a

steady book of business

with a proven track record

of exceeding quota

attainment of over $50M+ in

sales via people-first

relationships and strategy

10+ years providing

solutions-focused

leadership

Supporting the individual

and collective success of

direct reports, team

members, team-wide and

company-wide goals via

analysis and implementation

Communication

Effective verbal and written

communications, with the

ability to provide solutions

to prospective clients and

simultaneously negotiate

and close sales for the

business

Technology

Salesforce, Zoom, Google

Suite, Call Logic, Canva,

Slack, Asana, MS Office

CAREER OVERVIEW

A solutions-driven sales enthusiast and financial leader offering over 10+ years experience of revenue growth, negotiation, and B2B sales within the commercial financial and SaaS space. Action-oriented and skilled relationship manager with a proven track record of securing new business, leading sales teams, and managing multimillion-dollar accounts. WORK EXPERIENCE

Account Executive, Confidential (Financial SaaS) - New York, NY 07/2023 - Present

● Developed and maintained relationships with key stakeholders, resulting in a 40% increase in upsell opportunities.

● Managed a portfolio of 50+ enterprise clients, ensuring high customer satisfaction and renewal rates.

● Led a team of account managers to achieve a 25% increase in customer retention rate.

● Delivered product demos and presentations to prospects, resulting in a 30% conversion rate.

● Achieved 150% of quarterly sales targets consistently. Director Of Sales/Account Executive, Trustfi - Melville, NY 02/2021 - 07/2023

● Responsible for the successful achievement of annual sales revenues of financial services (including merchant cash advances, merchant processing, SBA loans, construction loans, private equity, unsecured loans, secured bank lines of credit, refinanced mortgages) of over $30M per year at Long Island’s leading FaaS company

● Led implementation and training of Salesforce with focus on customizing Salesforce to match company-wide unique business processes

● Empowered, educated, and trained sales team with several unique sales strategies that resulted in the improvement of the company-wide sales strategy and an increased volume of loans by 52%

● Conducted all underwriting including analyzing sensitive financial documents such as FCS, financial statements, tax returns, complete credit packages, property appraisals to confirm accordance with guidelines established, investors, and credit standards ISO Account Manager, Velocity Group USA - Melville, NY 08/2019 – 02/2020

● Assisted executives with ISO compliance/quality management logistics - expanded the company’s return on investment by improving client satisfaction, streamlining work infrastructure, and building stronger relations with new and existing partners

● Closely supervised a team of 10+ sales representatives and supported with the closing on their deals based on qualifications found during underwriting

● File placement responsibilities including analyzing financial documents and assigning the appropriate bank to each merchant

(Word, Excel, PowerPoint,

Publisher)

Skills

Project Management; Client

Negotiations; Goal-Oriented;

Customer Relations;

Interpersonal Skills;

Presentations and Product

Demonstration;

Communication Strategy;

Stakeholder Engagement;

Customer Relationship

Management (CRM)

Softwares; Sales Metrics and

KPI’s; Account Management;

Revenue Growth

EDUCATION

Highschool Diploma,

Deer Park High School -

2014

Liberal Arts AA, John Jay

College of Criminal Justice -

2016

Sales Manager - Financial Services Broker, Genesis Merchant Services - Valley Stream, NY

01/2018 – 08/2019

● Curated a new account base of finance brokers that outlined areas of originating loans and financing for small to medium sized companies and publicly traded companies

● Forecasted and tracked key account metrics (e.g. quarterly sales results, annual forecasts, KPI, performance appraisals) and effectively communicated the progress of monthly/quarterly quotas to internal leadership and external investors

Account Executive/Underwriter, Straight Line Source/Platinum Rapid Funding - Uniondale, NY

02/2016 – 01/2018

● Promoted within 6 months due to strong performance and organizational impact

● Spearheaded a major company restructure by researching, organizing, and delegating new company policies regarding culture, sales initiatives, product and sales training; and facilitating one-on-one training with team-members

● Identified potential/lapsed accounts and executed a strategy to build and grow with each client to maximize sales profitability, growth, and account penetration

Cold Caller, Straight Line Source/Platinum Rapid Funding - Uniondale, NY 08/2015 – 02/2016

● Opened accounts to qualify merchants for program products and contacted over 800 prospective clients a day

● Cultivated investment banking relationships with C-level corporate executives and investors to strengthen multidisciplinary team rapport and mobilize company-wide and team specific operation needs

● Closed over $1M in sales revenue every month

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